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Outcomes

Outcomes for accounts are common goals/objectives that are tracked by Customer Success Managers.

  • Account specific Outcomes

    In addition to Global Outcomes that can be specified for all accounts of specific segments, every Account can also have their own unique Outcomes that a Success Manager can define and track. These out...

  • Outcome States

    Outcomes have one two states.  Achieved (Checked box) Not Achieved (Unchecked Box) Outcomes Notes Each Outcome has a notes section where you can write specific progress notes for each goal for every a...

  • Global Outcomes

    Outcomes can be defined globally for all accounts or specific account segments, which means that they are created automatically for matching accounts. Global Outcomes can be created  Main Menu > Setti...